Klient PSA integrates with Sage Intacct to drive success for your service business.
Klient PSA for Sage Intacct combines project management, resource planning, time & expense, and project billing with Sage Intacct’s market financial management & accounting solution. The Klient PSA for Sage Intacct integration provides synchronization of data and processes including project and tasks, resource management, billing and cost rates, time and expense, billing and invoicing and more, with complete support for multi-company and multi-currency environments, including auditing of all transactions.
Key Benefits:
Klient's Sage Intacct integration makes it possible for organizations to automatically sync project information between the two applications. Manage projects in Klient PSA and perform accounting functions in Sage Intacct without having to import/export or manually enter data twice.
Klient PSA users can seamlessly sync projects, time entries, expense reports, billing events, and financial data between Klient and Sage Intacct—giving both delivery and finance teams a shared, real-time view of performance.
Push approved time and expenses from Klient directly to Sage Intacct. Automate invoice creation and get paid faster—without duplicating data entry or reconciling disconnected systems.
Access accurate, up-to-date metrics on billability, revenue trends, and project health. With shared visibility across departments, your teams can make informed decisions before issues impact margins or timelines.
Klient’s integration supports multi-company and multi-currency environments, with built-in auditing to meet the compliance needs of growing professional services firms.
👉 Learn how Klient PSA accelerates your project-to-cash cycle
Requirements:
Price:
Starting at 15$/user/month* (billed annually). See complete pricing at www.klient.com/pricing
Integration Approved Countries:
United States
About:
Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth.
Key capabilities include:
* Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids.
* Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity.
* Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting.
* Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow.
* Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal.
Why teams choose Klient PSA:
* Centralized Data: A single source of truth reduces manual work, miscommunication, and delays.
* Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice.
* Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.
* Scalability: Whether you’re onboarding 10 new consultants or expanding to new markets, Klient PSA supports your growth.
Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department.
Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time.